Mawer Investment Management Ltd.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 132Value: $20.7BLatest: 2025Q1

Mawer Investment Management Ltd. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 132 holdings worth $20.7 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "POOL",
  "XP",
  "RBA.TO",
  "ATR",
  "ACN",
  "ITT",
  "CASH",
  "ABNB",
  "ABT",
  "MBC",
  "ABBV",
  "TNET",
  "GOOGL",
  "YMM",
  "SN",
  "FERG",
  "IBKR",
  "BKNG",
  "ICE",
  "KNSL",
  "MMC",
  "MA",
  "MSFT",
  "FCNCA",
  "RHI",
  "ORLY",
  "ICLR",
  "HSY",
  "KLAC",
  "PAYX",
  "UNH",
  "AAPL",
  "NVDA",
  "PG",
  "VZ",
  "LPLA",
  "MKC",
  "SPGI",
  "SHW",
  "SNA",
  "SHEL",
  "TXN",
  "TW",
  "WMS",
  "OSIS",
  null,
  "BBSI",
  "TSM",
  "RMD",
  null,
  "VRSK",
  "MEDP",
  "RYAN",
  "MUSA",
  "AON",
  "WMG",
  "APH",
  "CPAY",
  "VVV",
  "AJG",
  "FOUR",
  "AEP",
  "ESQ",
  "EEFT",
  "NSP",
  "DHI",
  "AMZN",
  "AAON",
  "HDB",
  "TME",
  "NTES",
  "PDD",
  "VRSN",
  "V",
  "WAT",
  "WINA",
  "XPEL",
  "YUMC",
  "FCN",
  "SO",
  "FDX",
  "AME",
  "LULU",
  "BRK-A",
  "BRK-B",
  "BDX",
  "BIO",
  "BWA",
  "CACI",
  "BWXT",
  "CSL",
  "CDW",
  "CRL",
  "CME",
  "CVS",
  "DHR",
  "DE",
  "DFIN",
  "NKE",
  "STT",
  "GOOG",
  "JNJ",
  "LLY",
  "MLM",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 132
Total Value: 20709139529
Accession Number: 0000945621-25-000421
Form Type: 13F-HR
CIK: mawer-investment-management
Manager Name: Mawer-Investment-Management

Data Enrichment

98% identified

130 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

132 positions • $20.7B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:6.0M

Value:$1.5B

% of Portfolio:7.0% ($1.5B/$20.7B)

Aon plc

AON|G0403H108

Shares:3.3M

Value:$1.3B

% of Portfolio:6.3% ($1.3B/$20.7B)

MICROSOFT CORP

MSFT|594918104

Shares:3.1M

Value:$1.1B

% of Portfolio:5.6% ($1.1B/$20.7B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:2.1M

Value:$1.1B

% of Portfolio:5.2% ($1.1B/$20.7B)

Alphabet Inc.

GOOG|02079K107

Shares:6.1M

Value:$949.3M

% of Portfolio:4.6% ($949.3M/$20.7B)

VISA INC.

V|92826C839

Shares:2.4M

Value:$846.0M

% of Portfolio:4.1% ($846.0M/$20.7B)

Booking Holdings Inc.

BKNG|09857L108

Shares:169.2K

Value:$779.7M

% of Portfolio:3.8% ($779.7M/$20.7B)

AMAZON COM INC

AMZN|023135106

Shares:3.9M

Value:$747.8M

% of Portfolio:3.6% ($747.8M/$20.7B)

FTI CONSULTING, INC

FCN|302941109

Shares:4.0M

Value:$651.7M

% of Portfolio:3.1% ($651.7M/$20.7B)

AMPHENOL CORP /DE/

APH|032095101

Shares:8.9M

Value:$581.5M

% of Portfolio:2.8% ($581.5M/$20.7B)

FEDEX CORP

FDX|31428X106

Shares:2.3M

Value:$554.5M

% of Portfolio:2.7% ($554.5M/$20.7B)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:684

Value:$546.1M

% of Portfolio:2.6% ($546.1M/$20.7B)

INSPERITY, INC.

NSP|45778Q107

Shares:5.1M

Value:$455.3M

% of Portfolio:2.2% ($455.3M/$20.7B)

CDW Corp

CDW|12514G108

Shares:2.8M

Value:$453.4M

% of Portfolio:2.2% ($453.4M/$20.7B)

ROBERT HALF INC.

RHI|770323103

Shares:7.8M

Value:$425.8M

% of Portfolio:2.1% ($425.8M/$20.7B)

lululemon athletica inc.

LULU|550021109

Shares:1.3M

Value:$374.4M

% of Portfolio:1.8% ($374.4M/$20.7B)

Shell plc

SHEL|780259305

Shares:4.9M

Value:$361.2M

% of Portfolio:1.7% ($361.2M/$20.7B)

CORPAY, INC.

CPAY|219948106

Shares:1.0M

Value:$360.3M

% of Portfolio:1.7% ($360.3M/$20.7B)

XP Inc.

XP|G98239109

Shares:24.6M

Value:$338.1M

% of Portfolio:1.6% ($338.1M/$20.7B)

DEERE & CO

DE|244199105

Shares:598.2K

Value:$280.8M

% of Portfolio:1.4% ($280.8M/$20.7B)

Instrument	Shares		Other Manager	Value	% of Portfolio
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	6.0M	QoQ -4.00% (-249.4K) YoY -16.04% (-1.1M)	All Managers (Combined)	$1.5B	7.0% ($1.5B/$20.7B)	QoQ +10.28% (-$135.9M) YoY -0.53% (-$7.9M)
Aon plc(AONcusipG0403H108)	3.3M	QoQ -16.12% (-629.2K) YoY -24.80% (-1.1M)	All Managers (Combined)	$1.3B	6.3% ($1.3B/$20.7B)	QoQ -6.79% (-$95.3M) YoY -10.08% (-$146.5M)
MICROSOFT CORP(MSFTcusip594918104)	3.1M	QoQ -3.61% (-115.0K) YoY -8.07% (-269.2K)	All Managers (Combined)	$1.1B	5.6% ($1.1B/$20.7B)	QoQ -14.16% (-$189.7M) YoY -17.98% (-$252.1M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	2.1M	QoQ -2.64% (-56.4K) YoY -4.63% (-100.9K)	All Managers (Combined)	$1.1B	5.2% ($1.1B/$20.7B)	QoQ +0.79% (-$8.6M) YoY +0.96% (-$10.3M)
Alphabet Inc.(GOOGcusip02079K107)	6.1M	QoQ -4.84% (-309.4K) YoY -1.27% (-78.2K)	All Managers (Combined)	$949.3M	4.6% ($949.3M/$20.7B)	QoQ -21.93% (-$266.8M) YoY +1.30% (-$12.2M)
VISA INC.(Vcusip92826C839)	2.4M	QoQ -4.06% (-102.4K) YoY +8.27% (+184.4K)	All Managers (Combined)	$846.0M	4.1% ($846.0M/$20.7B)	QoQ +6.37% (-$50.7M) YoY +35.96% (+$223.8M)
Booking Holdings Inc.(BKNGcusip09857L108)	169.2K	QoQ -3.52% (-6.2K) YoY -12.54% (-24.3K)	All Managers (Combined)	$779.7M	3.8% ($779.7M/$20.7B)	QoQ -10.54% (-$91.9M) YoY +11.06% (-$77.7M)
AMAZON COM INC(AMZNcusip023135106)	3.9M	QoQ -3.61% (-147.2K) YoY +10.25% (+365.5K)	All Managers (Combined)	$747.8M	3.6% ($747.8M/$20.7B)	QoQ -16.40% (-$146.8M) YoY +16.29% (+$104.8M)
FTI CONSULTING, INC(FCNcusip302941109)	4.0M	QoQ -2.30% (-93.6K) YoY +4.24% (-161.9K)	All Managers (Combined)	$651.7M	3.1% ($651.7M/$20.7B)	QoQ -16.12% (-$125.3M) YoY -18.65% (-$149.5M)
AMPHENOL CORP /DE/(APHcusip032095101)	8.9M	QoQ -21.88% (-2.5M) YoY +8.38% (-686.2K)	All Managers (Combined)	$581.5M	2.8% ($581.5M/$20.7B)	QoQ -26.22% (-$206.7M) YoY -38.36% (-$362.0M)
FEDEX CORP(FDXcusip31428X106)	2.3M	QoQ -3.68% (-87.0K) YoY +0.71% (-16.2K)	All Managers (Combined)	$554.5M	2.7% ($554.5M/$20.7B)	QoQ -16.54% (-$109.9M) YoY -15.25% (-$99.9M)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	684	QoQ NEW(+684) YoY NEW(+684)	All Managers (Combined)	$546.1M	2.6% ($546.1M/$20.7B)	QoQ NEW(+$546.1M) YoY NEW(+$546.1M)
INSPERITY, INC.(NSPcusip45778Q107)	5.1M	QoQ -2.20% (-115.1K) YoY +2.23% (-111.3K)	All Managers (Combined)	$455.3M	2.2% ($455.3M/$20.7B)	QoQ +12.58% (-$50.9M) YoY -16.77% (-$91.8M)
CDW Corp(CDWcusip12514G108)	2.8M	QoQ -6.99% (-212.9K) YoY -8.79% (-272.9K)	All Managers (Combined)	$453.4M	2.2% ($453.4M/$20.7B)	QoQ -14.36% (-$76.0M) YoY -42.85% (-$340.0M)
ROBERT HALF INC.(RHIcusip770323103)	7.8M	QoQ -3.39% (-274.2K) YoY +113.51% (+4.1M)	All Managers (Combined)	$425.8M	2.1% ($425.8M/$20.7B)	QoQ -25.20% (-$143.5M) YoY +46.91% (+$136.0M)
lululemon athletica inc.(LULUcusip550021109)	1.3M	QoQ -3.37% (-46.2K) YoY NEW(+1.3M)	All Managers (Combined)	$374.4M	1.8% ($374.4M/$20.7B)	QoQ -28.47% (-$149.1M) YoY NEW(+$374.4M)
Shell plc(SHELcusip780259305)	4.9M	QoQ -4.19% (-216.0K) YoY -3.31% (-169.1K)	All Managers (Combined)	$361.2M	1.7% ($361.2M/$20.7B)	QoQ +12.05% (-$38.9M) YoY +5.68% (-$19.4M)
CORPAY, INC.(CPAYcusip219948106)	1.0M	QoQ -11.45% (-133.7K) YoY -11.30% (-131.7K)	All Managers (Combined)	$360.3M	1.7% ($360.3M/$20.7B)	QoQ -8.76% (-$34.6M) YoY +0.24% (-$876.0K)
XP Inc.(XPcusipG98239109)	24.6M	QoQ -32.96% (-12.1M) YoY +31.35% (-5.9M)	All Managers (Combined)	$338.1M	1.6% ($338.1M/$20.7B)	QoQ -22.21% (-$96.6M) YoY -29.61% (-$142.3M)
DEERE & CO(DEcusip244199105)	598.2K	QoQ -3.42% (-21.2K) YoY NEW(+598.2K)	All Managers (Combined)	$280.8M	1.4% ($280.8M/$20.7B)	QoQ +6.98% (-$18.3M) YoY NEW(+$280.8M)